Next Financial Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $38K | Buy |
1,070
+405
| +61% | +$14.4K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $22K | Buy |
665
+226
| +51% | +$7.48K | ﹤0.01% | 1756 |
|
|
2021
Q2 | $15K | Hold |
439
| – | – | ﹤0.01% | 1852 |
|
|
2021
Q1 | $14K | Hold |
439
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q4 | $13K | Buy |
439
+6
| +1% | +$178 | ﹤0.01% | 1681 |
|
|
2020
Q3 | $12K | Buy |
+433
| New | +$12K | ﹤0.01% | 1568 |
|
|
2020
Q2 | – | Sell |
-414
| Closed | -$10K | – | 907 |
|
|
2020
Q1 | $10K | Sell |
414
-111
| -21% | -$2.68K | ﹤0.01% | 1520 |
|
|
2019
Q4 | $18K | Hold |
525
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q3 | $19K | Sell |
525
-600
| -53% | -$21.7K | ﹤0.01% | 1460 |
|
|
2019
Q2 | $36K | Buy |
1,125
+725
| +181% | +$23.2K | ﹤0.01% | 1266 |
|
|
2019
Q1 | $13K | Sell |
400
-125
| -24% | -$4.06K | ﹤0.01% | 1051 |
|
|
2018
Q4 | $15K | Buy |
+525
| New | +$15K | ﹤0.01% | 1197 |
|
|
2017
Q4 | – | Sell |
-2,900
| Closed | -$76K | – | 521 |
|
|
2017
Q3 | $76K | Sell |
2,900
-360
| -11% | -$9.43K | 0.02% | 572 |
|
|
2017
Q2 | $104K | Sell |
3,260
-100
| -3% | -$3.19K | 0.03% | 534 |
|
|
2017
Q1 | $105K | Sell |
3,360
-4,388
| -57% | -$137K | 0.03% | 475 |
|
|
2016
Q4 | $230K | Sell |
7,748
-2,241
| -22% | -$66.5K | 0.04% | 433 |
|
|
2016
Q3 | $345K | Buy |
9,989
+1,902
| +24% | +$65.7K | 0.06% | 323 |
|
|
2016
Q2 | $260K | Buy |
8,087
+1,328
| +20% | +$42.7K | 0.08% | 242 |
|
|
2016
Q1 | $200K | Sell |
6,759
-396
| -6% | -$11.7K | 0.07% | 288 |
|
|
2015
Q4 | $249K | Sell |
7,155
-662
| -8% | -$23K | 0.09% | 227 |
|
|
2015
Q3 | $265K | Buy |
7,817
+2,004
| +34% | +$67.9K | 0.09% | 231 |
|
|
2015
Q2 | $193K | Buy |
5,813
+703
| +14% | +$23.3K | 0.07% | 308 |
|
|
2015
Q1 | $201K | Hold |
5,110
| – | – | 0.06% | 309 |
|
|
2014
Q4 | $205K | Sell |
5,110
-6,297
| -55% | -$253K | 0.07% | 301 |
|
|
2014
Q3 | $413K | Buy |
11,407
+10,241
| +878% | +$371K | 0.08% | 275 |
|
|
2014
Q2 | $43K | Buy |
+1,166
| New | +$43K | 0.02% | 384 |
|